Robert Ungerer is a CFP®-certified financial advisor at Stifel with 48 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2010. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Benjamin Lingenfelter is a financial advisor with LPL Financial in Lake Grove, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked primarily with LPL Financial since 2011, with a one-year tenure at Ameriprise Financial Services Inc. Additionally, he serves as a Code Enforcement officer in his local community. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of strategic, tactical, and alternative investment options.

Tracy Prush is a financial advisor with Raymond James Financial holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James in 2025, Tracy worked at Edward Jones, Kestra Advisory Services, Coastline Wealth Management, and Lincoln Investment. Tracy is also involved with Hendel Wealth Management Group, a non-investment-related business activity based in Smithtown, NY. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals across its extensive advisor network.

Linda Kuhn is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Her prior work includes roles at Long Island Vision Management, North American Partners in Anesthesia, and Fuentes Cosmetic Surgery Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supporting approximately $1.01 trillion in assets under management.

Gina Ayasse is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at J.P. Morgan Securities for eight years before joining Morgan Stanley Smith Barney LLC in 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Richard Catucci is a financial advisor at MassMutual Investors Services with 40 years of industry experience. He holds a Series 63 designation and has worked at MassMutual Investors Services since 2017, following a long tenure at MetLife Securities Inc. He also operates as an independent insurance agent specializing in life, accident, health, property, and casualty insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations tailored to clients' goals.

Philip Johann is a financial advisor with Ameriprise, holding a Series 66 designation and three years of industry experience. He previously worked for American Portfolios Financial for ten years before joining Ameriprise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized, non-discretionary advice supported by algorithmic automation and a centralized consulting team.

Peter Halliwell is a financial advisor at Raymond James Financial with 42 years of industry experience. He has worked at Ameriprise Financial Services, Inc. for 32 years and has operated his own advisory business since 2004. Additionally, he serves as an independent contractor financial advisor at Hendel Wealth Management Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Ashif Iqbal is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Bank of America, Morgan Stanley, The Vanguard Group, and JPMorgan Chase Bank. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Cameron is a financial advisor at OSAIC with four years of industry experience. He holds a Series 66 designation and has previously worked at Royal Alliance. Outside of his advising role, Cameron has been a business teacher in the South Country Central School District since 1998 and serves as an assistant swim coach for the Sayville swim team. OSAIC serves a broad mix of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Thomas Flanagan is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His prior roles include positions at Woodbury Financial Services and Questar Capital Corporation. In addition to his advisory work, he operates a sole proprietorship providing fixed annuities, disability, health, and life insurance, and he engages in motivational speaking at local churches and libraries. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, through a broad network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and portfolio management using a variety of investment vehicles.

Jessica Baker is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. Her prior work includes roles at Copper Beach Builders, Stage Door School of Dance, Baker Septic Installations Inc, and involvement with The Performing Arts Center of Suffolk County. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated capabilities, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Peter Hall is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 designations and over 31 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2005 and is a partner at Hall & Raynoha CPA's LLP, practicing for 25 years. Outside of advisory work, he is a part-owner of a sports memorabilia business and serves as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing various portfolio management options and proprietary as well as third-party strategies.

Paul Southard is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Equitable Advisors since 1999 and has also been involved with Southard General Group Inc., an insurance sales business he has operated since 1984. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management programs. The firm utilizes a variety of advisory models and third-party program sponsors to match clients with appropriate investment solutions.

Paul Romano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at Scottrade, Inc. and Scottrade Investment Management before joining J.P. Morgan Chase Bank and J.P. Morgan Securities in 2018. He also worked at Rig Gear USA from 2020 to 2023. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Luke Donenfeld is a financial advisor at Stifel with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel since 2019, following seven years at First Empire Securities. Outside of his advisory role, he serves as treasurer for the Harry Donenfeld Foundation, a charitable organization. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Lea Muller is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Rossiter is a financial advisor with OSAIC, holding a Series 63 designation and bringing 26 years of industry experience. He previously worked at American Portfolios Financial Services, Inc. for 20 years and has operated Rossiter Financial Services since 2002. Rossiter also serves as a board member for the Visiting Nurse Service Hospice House. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management, utilizing multiple third-party platforms and investment solutions.

Paul Tuttle is a Series 66-licensed financial advisor with six years of industry experience. He is currently with Thrivent Investment Management and Thrivent Financial, having joined in 2022. Prior to that, he worked at Ameriprise Financial Services from 2017 to 2022 and Munistat Services, Inc from 2015 to 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based analyses across various financial topics without managing client portfolios directly.

Kathleen Raseman is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2012, as well as JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.